SPGI · 10-Q · 2026Q3 · Full report

Strategic Initiatives

S&P Global Inc. · 2026-10-28 · Importance 23 · Surprise 24 · Matches filing data

For 2026, S&P Global’s strategy is to advance market leadership, expand high-growth adjacencies, and amplify enterprise capabilities and AI. The company identifies private markets, energy expansion, supply chain intelligence, wealth, and decentralized finance as growth adjacencies. It plans to integrate and scale AI and other technologies across products and operations, enhance enterprise data, and use strategic collaborations and potential new commercial models. Management expects these priorities to support long-term profitable growth and targeted capital returns, while noting there is no assurance of successful implementation.

Key facts

• Energy's geoscience and petroleum engineering software portfolio sale to Schlumberger generated a $200 million pretax gain ($136 million after tax) in the three and nine months ended September 30, 2026. source
• On September 1, 2026, S&P Global completed the sale of Energy's geoscience and petroleum engineering software portfolio to Schlumberger and recorded a $200 million pretax gain ($136 million after tax). source
• S&P Global completed the sale of its Enterprise Data Management and thinkFolio businesses to Symphony Technology Group on January 12, 2026. source
• On October 10, 2025, S&P Global and CME Group completed the sale of OSTTRA, their 50/50 jointly controlled post-trade-services venture; OSTTRA contributed $7 million of equity income in the third quarter of 2025. source
• On March 18, 2026, S&P Global completed its acquisition of Enertel AI Corporation, a provider of AI- and machine-learning-driven short-term power-price forecasting for North American electricity markets; the acquisition was not material to consolidated financial statements. source
• After acquiring Enertel AI, Energy delivers real-time, AI-powered nodal price forecasts and decision tools for physical power traders, utilities, and asset operators. source
• S&P Global Inc. completed the acquisition of Enertel AI Corporation on March 18, 2026; the Energy-segment acquisition provides AI-powered nodal price forecasts and decision tools for North American electricity markets and was not material to consolidated financial statements. source
• S&P Global Inc. completed the sale of Energy’s geoscience and petroleum engineering software portfolio to Schlumberger on September 1, 2026. source

Impact estimates